About Equity 1031 Exchange
Qualified Intermediary with the expertise you need to ensure your exchanges are smooth and successful.
Reliable Qualified Intermediary Services Nationwide
Equity 1031 Exchange is a Qualified Intermediary pursuant to IRS Section 1031. The Equity 1031 Exchange team is dedicated to providing the highest level of service in the industry. We are a member of the Federation of Exchange Accommodators (FEA) with multiple Certified Exchange Specialists® (CES®) on staff. The entire Equity 1031 Exchange team will ensure that your exchange is done correctly and will walk you through the process.
Formerly Midland 1031 Exchange, we started in the fall of 1997 in a 690-square-foot office on Sanibel Island, Florida. Since then, we have grown in size and experience. We have state-of-the-art technology, smart data security, and the guaranteed best client service.
Equity 1031 Exchange operates nationwide, facilitating all types of 1031 exchanges in every state.2
Certified Exchange Specialists (CES®) on our staff
25+
Years in Business
4.9
Out of 5 Customer Satisfaction Rating
SCHEDULE A MEETING WITH A QUALIFIED INTERMEDIARY
To learn more about Equity 1031 Exchanges, schedule a meeting with a 1031 exchange specialist or call 239-333-1031.
What We Offer:
PERSONALIZED SERVICE
We value our clients and the relationships that we establish with them. At Equity 1031 Exchange, our clients have a dedicated member of the 1031 team that will work with them on their exchange from beginning to end. You will be working with someone who not only knows your exchange transaction, they know you.
SAFEKEEPING OF CLIENT INFORMATION
Equity 1031 Exchange maintains a fidelity bond and a professional insurance policy from a leading, independent insurance underwriter to protect our clients and the funds they entrust to us. Equity 1031 Exchange uses a combination of methods to ensure the security of client information.
EXPERTISE
No two exchanges are the same. We have handled both simple and complex exchange transactions. We serve as a Qualified Intermediary for Forward, Reverse, and Improvement Exchanges. We have facilitated exchanges all over the U.S. and have handled exchanges ranging from under $100,000 to over $10 million.
WHY CHOOSE A CERTIFIED EXCHANGE SPECIALIST® (CES®)?
Not all Qualified Intermediaries are created equal. Equity 1031 Exchange is proud to have 2 CES® designees on staff. Individuals with this designation demonstrate the following:
• They have mastered the subject matter through their experience in facilitating various types of exchanges.
• They are committed to staying current on the subject matter.
• They are committed to and bound by a Code of Ethics.
Meet Our Team
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Theresa Knower, CES®
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Samantha Tennant, CES®
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Janet Davis, CCIM
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Deanna Moore
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Jackie Diaz
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Steven Placke
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Tanya LaFollette
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Ron Rodriguez
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Matt Ferguson
Getting Started with a 1031 Exchange
If you’re interested in doing a 1031 exchange with Equity 1031 Exchange, please complete this form. A member of our team will then contact you within one business day to start your 1031 exchange.
Please note: you must set up your exchange before closing on your property. We request three to five business days to set up a Standard Exchange. Contact Equity 1031 Exchange for timelines on setting up a Reverse or Improvement Exchange.
Schedule a Meeting
If you are looking to learn more about doing a 1031 Exchange, schedule a meeting with our team.
What to expect in a 1:1 session with a 1031 exchange representative:
- Get all your 1031 exchange questions answered
- Tell us about your investment property, goals, and timelines to evaluate your options
- Receive insight and education from our experienced 1031 exchange team